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1200 Smith Street Suite 610, Houston, TX 77002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-30 |
Branch Locations
1200 Smith Street Suite 610, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Houston | TX | 01/2008 | 06/2018 |
| Post Oak Private Wealth Advisors | Houston | TX | 05/2018 | Present |
| Post Oak Private Wealth Advisors | Houston | TX | 01/2019 | Present |
| Edmund S. Borgmeier, Sole Proprietor | Houston | TX | 02/2002 | 01/2019 |
BELOGDEN HOLDINGS, LLC; NON INVESTMENT RELATED; BELLAIRE, TX; 100% OWNERSHIP W/SPOUSE; 8 HRS PER MONTH 0 DURING TRADING MARLEW VENTURES LLC, INV RELATED, BELLAIRE, TX PRESIDENT/TREASURER, START: 5/2011, 20 HOURS PER MONTH/0 DURING TRADING, DUTIES: PROPERTY RENTAL. Post Oak Private Wealth Advisors; INVESTMENT RELATED; INSURANCE AGENT; HOUSTON, TX; 01/2019; INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, INSURANCE SALES, SPENDS APPROXIMATNELY 1 HR/MTH 0 DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-05 |
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